CLP (linkage) codes
Using CLP codes in calculations or formulas, you can create a dynamic link in Word and Excel to various fields from Working Papers dialogs. Rather than entering Working Papers data manually in Word or Excel, a linked field populates the data from Working Papers into your document or spreadsheet. As long as the link remains, the data will automatically update year after year.
You can link to fields in the following dialogs using CLP codes:
Engagement Properties dialog
Name/Address tab
| Field | CLP Code |
|---|---|
| Client | CLP256 |
| Engagement | CLP259 |
| Operating Name | CLP2 |
| Address | CLP3 |
| Address 2 (blank) | CLP4 |
| Address 3 (blank) | CLP441 |
| City | CLP5 |
| Prov/State | CLP6 |
| Postal/Zip Code | CLP7 |
| Country | CLP149 |
| Phone # | CLP106 |
| Fax # | CLP107 |
| Home Page | CLP16 |
| S.I.C. | CLP23 |
| A.I.C. | CLP24 |
| Tax Jurisdiction | CLP28 |
| Tax Entity | CLP97 |
| Engagement Type | CLP125 |
| Client # | CLP145 |
| E.I.N./B.N. | CLP253 |
| Tax Vendor | CLP96 |
Contact 1 tab
| Field | CLP Code |
|---|---|
| Title | CLP15 |
| First Name | CLP20 |
| Middle Name | CLP416 |
| Last Name | CLP21 |
| Initials | CLP443 |
| Designation | CLP25 |
| Position | CLP29 |
| Bus Phone # | CLP18 |
| Bus Fax # | CLP19 |
| Mobile Phone # | CLP271 |
| Home Phone # | CLP272 |
| Email Address | CLP14 |
Contact 2 tab
| Field | CLP Code |
|---|---|
| Title | CLP98 |
| First Name | CLP99 |
| Middle Name | CLP417 |
| Last Name | CLP100 |
| Initials | CLP444 |
| Designation | CLP101 |
| Position | CLP102 |
| Bus Phone # | CLP103 |
| Bus Fax # | CLP104 |
| Mobile Phone # | CLP273 |
| Home Phone # | CLP274 |
| Email Address | CLP105 |
Reporting Dates tab
| Field | CLP Code |
|---|---|
| Year End Date | CLP13 |
| Year Begin Date | CLP62 |
| 13 Periods | CLP151 |
| Monthly | CLP152 |
| Bi-Monthly | CLP153 |
| Compute bi-monthly balances from | CLP163 |
| Quarterly | CLP154 |
| Compute quarterly balances from | CLP164 |
| Thirdly | CLP155 |
| Compute thirdly balances from | CLP165 |
| Semi-Annual | CLP156 |
| Compute semi-annual balances from | CLP166 |
| Yearly | CLP157 |
| Compute yearly balances from | CLP167 |
| Random | CLP158 |
| Current Period Date Sequence | CLP17 |
| Current Active Period | CLP22 |
Random Period Dates dialog
| Field | CLP Code |
|---|---|
| Preset Dates | N/A |
| Year End Date | CLP13 |
| Random Period 1 - Beginning | CLP172 |
| Random Period 1 - Ending | CLP173 |
| Random Period 2 - Beginning | CLP174 |
| Random Period 2 - Ending | CLP175 |
| Random Period 3 - Beginning | CLP176 |
| Random Period 3 - Ending | CLP177 |
| Random Period 4 - Beginning | CLP178 |
| Random Period 4 - Ending | CLP179 |
| Random Period 5 - Beginning | CLP180 |
| Random Period 5 - Ending | CLP181 |
| Random Period 6 - Beginning | CLP182 |
| Random Period 6 - Ending | CLP183 |
| Random Period 7 - Beginning | CLP184 |
| Random Period 7 - Ending | CLP185 |
| Random Period 8 - Beginning | CLP186 |
| Random Period 8 - Ending | CLP187 |
| Random Period 9 - Beginning | CLP188 |
| Random Period 9 - Ending | CLP189 |
| Random Period 10 - Beginning | CLP190 |
| Random Period 10 - Ending | CLP191 |
| Random Period 11 - Beginning | CLP192 |
| Random Period 11 - Ending | CLP193 |
| Random Period 12 - Beginning | CLP194 |
| Random Period 12 - Ending | CLP195 |
| Random Period 13 - Beginning | CLP196 |
| Random Period 13 - Ending | CLP197 |
Period Balances tab
| Field | CLP Code |
|---|---|
| Allow entry of period balances in Working Trial Balance (Other Entries will be disabled) | CLP198=blank |
| Allow transaction entry in Other Entries screen (Period Balances will be calculated) | CLP198=X |
| Period Date Sequence for Other Entries Screen | CLP199 |
| Current Active Period for Other Entries Screen | CLP200 |
| Display and enter period balances as year-to-date balances | CLP230 |
Prior Year tab
| Field | CLP Code |
|---|---|
| Prior 1 Year Begin Date | CLP290 |
| Prior 1 Year End Date | CLP291 |
| Prior 2 Year Begin Date | CLP292 |
| Prior 2 Year End Date | CLP293 |
| Prior 3 Year Begin Date | CLP294 |
| Prior 3 Year End Date | CLP295 |
| Prior 4 Year Begin Date | CLP296 |
| Prior 4 Year End Date | CLP297 |
Lock Down dialog
Lock Down tab
| Field | CLP Code |
|---|---|
| Lockdown status (Locked Down (L), or Pending (P)) | CLP275 |
| Publish/Report Release Date | CLP277 |
| Lockdown Date | CLP288 |
| Jurisdiction (US, Canada) | CLP279 |
| Class (Public, Private) | CLP280 |
Options dialog
Roles tab
| Field | CLP Code |
|---|---|
| Number of Roles | CLP124 |
| Role 1 | CLP120 |
| Role 2 | CLP121 |
| Role 3 | CLP122 |
| Role 4 | CLP123 |
| Role 5 | CLP261 |
| Role 6 | CLP262 |
| Role 7 | CLP263 |
| Role 8 | CLP264 |
Note: Color settings are stored in the registry and do not have CLP codes.
Groupings tab
| Field | CLP Code (Name) | CLP Code (Mask) |
|---|---|---|
| Grouping 1 | CLP116 | CLP111 |
| Grouping 2 | CLP117 | CLP112 |
| Grouping 3 | CLP118 | CLP113 |
| Grouping 4 | CLP119 | CLP114 |
| Grouping 5 | CLP238 | CLP232 |
| Grouping 6 | CLP239 | CLP233 |
| Grouping 7 | CLP240 | CLP234 |
| Grouping 8 | CLP241 | CLP235 |
| Grouping 9 | CLP242 | CLP236 |
| Grouping 10 | CLP243 | CLP237 |
Mappings tab
| Field | CLP Code |
|---|---|
| Mapping Name | CLP115 |
| Mapping Mask | CLP110 |
| Autofill all account properties | CLP91=1 |
| Only autofill properties if blank | CLP91=0 |
Note: The Show Account Balances in Assign Mapping Number Dialog field is recorded in the registry and does not have a CLP code.
Documents tab
| Field | CLP Code |
|---|---|
| Financial statements formatted under Trial Balance/mapping report tab | CLP11 |
| General ledger | CLP30 |
| Trial balance/leadsheets/analytical review/tax reconciliation | CLP31 |
| Role heading regardless of sign off | CLP108 |
| Whole Numbers | CLP150 |
| Page numbers on financial statements formatted under report tab | CLP32 |
| System date and time | CLP56 |
| Position of Initials: | CLP89 |
| Footer for financial statements - Line 1 | CLP50 |
| Footer for financial statements - Line 2 | CLP51 |
| Footer for automatic documents - Line 1 | CLP126 |
| Footer for automatic documents - Line 2 | CLP127 |
